Manage sent/submitted
How you can find send forms and access to answers/files.
Work with organizers list
Manage and filter sent organizers to track progress and access submissions.
Sync organizers answers with custom fields
Save time and reduce manual entry while keeping client profiles updated.
Work with answers in organizers
Review, edit, and manage clients' responses in organizers.
Assign tags based on organizer answers
Simplify client onboarding and enable tag-based workflow automations.
Actions with organizers
Submit, print, rename, archive.
Work with client requests
Track and share client requests from a centralized view.